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Everence Capital Management’s Marsh & McLennan MMC Stock Holding History

Everence Capital Management’s Portfolio MMC Stock Details MMC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$2.76M Sell
12,630
-3,220
-20% -$704K 0.18% 105
2025
Q1 		$3.87M Sell
15,850
-270
-2% -$65.9K 0.26% 68
2024
Q4 		$3.42M Buy
16,120
+6,260
+63% +$1.33M 0.22% 77
2024
Q3 		$2.2M Hold
9,860
– – 0.14% 128
2024
Q2 		$1.97K Hold
9,860
– – 0.14% 136
2024
Q1 		$2.03K Sell
9,860
-2,140
-18% -$441 0.13% 144
2023
Q4 		$2.27M Sell
12,000
-2,120
-15% -$402K 0.16% 116
2023
Q3 		$2.69K Hold
14,120
– – 0.21% 97
2023
Q2 		$2.45M Buy
14,120
+2,690
+24% +$466K 0.2% 100
2023
Q1 		$1.9K Buy
11,430
+20
+0.2% +$3 0.16% 117
2022
Q4 		$1.89K Buy
11,410
+2,020
+22% +$334 0.16% 119
2022
Q3 		$1.4M Sell
9,390
-8,480
-47% -$1.27M 0.13% 142
2022
Q2 		$2.77M Hold
17,870
– – 0.25% 74
2022
Q1 		$3.05M Buy
17,870
+2,480
+16% +$423K 0.23% 82
2021
Q4 		$2.68M Hold
15,390
– – 0.2% 92
2021
Q3 		$2.33M Hold
15,390
– – 0.19% 95
2021
Q2 		$2.17M Hold
15,390
– – 0.18% 105
2021
Q1 		$1.88M Hold
15,390
– – 0.17% 109
2020
Q4 		$1.8M Sell
15,390
-2,480
-14% -$290K 0.18% 99
2020
Q3 		$2.05M Hold
17,870
– – 0.23% 77
2020
Q2 		$1.89M Hold
17,870
– – 0.22% 79
2020
Q1 		$1.55M Hold
17,870
– – 0.22% 80
2019
Q4 		$1.99M Sell
17,870
-441
-2% -$49.1K 0.3% 67
2019
Q3 		$1.83M Hold
18,311
– – 0.3% 77
2019
Q2 		$1.83M Hold
18,311
– – 0.3% 74
2019
Q1 		$1.72M Buy
18,311
+2,995
+20% +$281K 0.3% 76
2018
Q4 		$1.22M Hold
15,316
– – 0.28% 93
2018
Q3 		$1.27M Hold
15,316
– – 0.25% 100
2018
Q2 		$1.26M Hold
15,316
– – 0.27% 96
2018
Q1 		$1.27M Hold
15,316
– – 0.28% 98
2017
Q4 		$1.25M Sell
15,316
-5,731
-27% -$467K 0.27% 97
2017
Q3 		$1.76M Hold
21,047
– – 0.4% 66
2017
Q2 		$1.64M Hold
21,047
– – 0.4% 68
2017
Q1 		$1.56M Hold
21,047
– – 0.41% 70
2016
Q4 		$1.42M Buy
21,047
+12,517
+147% +$846K 0.41% 70
2016
Q3 		$574K Hold
8,530
– – 0.17% 171
2016
Q2 		$584K Buy
8,530
+2,600
+44% +$178K 0.18% 166
2016
Q1 		$360K Hold
5,930
– – 0.11% 223
2015
Q4 		$329K Hold
5,930
– – 0.11% 225
2015
Q3 		$310K Hold
5,930
– – 0.11% 227
2015
Q2 		$336K Hold
5,930
– – 0.11% 222
2015
Q1 		$337K Hold
5,930
– – 0.11% 223
2014
Q4 		$339K Hold
5,930
– – 0.12% 218
2014
Q3 		$315K Hold
5,930
– – 0.12% 210
2014
Q2 		$307K Hold
5,930
– – 0.11% 215
2014
Q1 		$292K Hold
5,930
– – 0.12% 218
2013
Q4 		$287K Hold
5,930
– – 0.12% 214
2013
Q3 		$258K Hold
5,930
– – 0.11% 215
2013
Q2 		$237K Buy
+5,930
New +$237K 0.11% 220